TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$90.7M
3
+$80M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$42.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$39M

Top Sells

1
+$122M
2
+$30.6M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.12M

Sector Composition

1 Technology 8.31%
2 Financials 5.16%
3 Healthcare 4.85%
4 Industrials 3.8%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$2.09K ﹤0.01%
+43
1152
$2.05K ﹤0.01%
47
-126
1153
$2.03K ﹤0.01%
107
-99
1154
$2K ﹤0.01%
22
+9
1155
$1.94K ﹤0.01%
77
-223
1156
$1.91K ﹤0.01%
50
1157
$1.87K ﹤0.01%
+87
1158
$1.86K ﹤0.01%
34
1159
$1.81K ﹤0.01%
11
1160
$1.73K ﹤0.01%
47
1161
$1.68K ﹤0.01%
26
1162
$1.64K ﹤0.01%
115
1163
$1.59K ﹤0.01%
21
1164
$1.58K ﹤0.01%
15
-31
1165
$1.52K ﹤0.01%
75
1166
$1.47K ﹤0.01%
30
1167
$1.38K ﹤0.01%
+39
1168
$1.36K ﹤0.01%
537
-1,736
1169
$1.34K ﹤0.01%
4
1170
$1.27K ﹤0.01%
+141
1171
$1.25K ﹤0.01%
+71
1172
$1.19K ﹤0.01%
45
1173
$1.13K ﹤0.01%
33
-407
1174
$1.1K ﹤0.01%
16
1175
$1.09K ﹤0.01%
13
45 46
47
48 49